Uptrending ETFs Pulling Back to the 150-Day Average — October 1, 2026
Query: ETF pullbacks · data as of 2026-10-01
Built a 45-row screen of US ETFs in a confirmed uptrend (50D MA above 150D MA) trading within 8% of their 150-day SMA, ranked by 1-year return. Columns include Symbol, Name, ETF Theme, 1D/1M/6M/1Y returns, % from 150D SMA, % from 52W high, relative volume, RSI, momentum score, trend/pattern tags, top holdings and expense ratio. Results cluster into shallow dips in international/EM equity funds and deeper pullbacks in copper, energy E&P, small-cap and biotech sleeves; all rows have fresh qualitative comments plus an explanatory narrative.
ETFs in a confirmed uptrend that have pulled back to within 8% of their 150-day moving average, ranked by 1-year total return (as of October 1, 2026).
Uptrending ETFs in Pullback Near the 150-Day SMA
| Symbol | Name | ETF Theme | 1D Return | 1M Return | 6M Return | 1Y Return | % from 150D SMA | % from 52W High | Relative Volume | RSI (14) | Momentum Score | Trend / Pattern | Top Holdings | Expense Ratio % | Comments |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TCAI | Tortoise AI Infrastructure ETF | AI Infrastructure | 1.68% | 8.33% | 32.75% | 60.99% | 3.48% | -18.15% | 0.7029 | 52.6707 | — | Uptrend | DELL, VRT, MU, SNDK, CIEN, STX, PWR, NVT, WDC, CEG | 0.65% | Small, concentrated wrapper on AI infrastructure picks-and-shovels names — Dell, Vertiv, Micron, Seagate, Ciena and Constellation. The exposure is the physical AI buildout supply chain rather than software platforms, and it has already run hard; chasing here means paying up after a vertical move. |
| XBI | State Street SPDR S&P Biotech ETF | Biotech | -2.01% | -5.44% | 20.31% | 54.86% | 7.92% | -8.87% | 1.3613 | 43.6767 | — | Uptrend | MRNA, TWST, APGE, KYMR, HALO, NTRA, PRAX, ORKA, RVMD, TVTX | 0.35% | Equal-weighted biotech proxy, so it lacks the mega-cap cushion of the cap-weighted peer. Neurological and rare-disease biotech has been one of the weakest corners of the market, but a large share of the portfolio is clinical-stage, so catalyst dates rather than macro drive it. |
| EMXC | iShares MSCI Emerging Markets ex China ETF | Emerging Markets ex China | 0.26% | 1.35% | 25.65% | 50.84% | 6.84% | -6.71% | 0.7735 | 50.5598 | — | Uptrend | 2330.TW, 005930.KQ, 000660.KQ, 2454.TW, 2308.TW, 005935, 2317.TW, HDFCBANK.NS, ICICIBANK.NS, RELIANCE.NS | 0.25% | Taiwan and Korea dominate because China is excluded — which is exactly why it has out-ran the broad EM index. Taiwan is the single best-performing country market over the past year, so this fund is effectively a levered bet on semiconductor supply chains while sidestepping China's drag. |
| EPU | iShares MSCI Peru and Global Exposure ETF | Peru | 0.02% | -2.34% | 9.14% | 47.30% | 4.61% | -6.55% | 1.5372 | 42.6694 | — | Upward channel (11%), Uptrend | SCCO, BAP, HOC.L, BVN, 1208.HK, VOLCABC1, CVERDEC1.LM, WPM.TO, FERREYC1.LM, FVI.TO | 0.59% | Rare country pure-play with top weightings in Southern Copper and precious/base miners. Peruvian politics and copper prices are the twin drivers — expect wide swings, thin liquidity and correlation to the metal rather than to EM broadly. |
| XCEM | Columbia EM Core ex-China ETF | Emerging Markets ex-China | 0.02% | 1.12% | 24.84% | 46.40% | 6.35% | -6.44% | 0.8005 | 50.0807 | — | Uptrend | 2330.TW, 005930.KQ, 000660.KQ, 2454.TW, 2308.TW, 2317.TW, 009150.KQ, 006400.KQ, IBN, 3711.TW | 0.16% | Cheapest way to own the ex-China EM theme; the expense ratio is a fraction of the incumbent. Holdings overlap heavily with the larger ex-China peer, so use it as the low-cost leg rather than as diversification. |
| XLE | State Street Energy Select Sector SPDR ETF | Energy | 1.95% | -2.62% | 7.73% | 44.36% | 7.55% | -4.90% | 1.3837 | 49.7276 | — | Uptrend | XOM, CVX, COP, MPC, PSX, VLO, SLB, EOG, WMB, KMI | 0.08% | The cleanest liquid expression of the energy strength running through the tape — WTI has nearly doubled over a year, and integrated majors plus refiners are the direct beneficiaries. Trades as a commodity-cycle vehicle, so crude inventory data and OPEC supply decisions matter more than equity-market beta. |
| COPX | Global X Copper Miners ETF | Copper Miners | -1.53% | -6.54% | 7.08% | 43.20% | 0.50% | -13.53% | 0.9504 | 40.0869 | — | Uptrend | HBM.TO, BHP.AX, TECK-B.TO, FM.TO, SCCO, FCX, ANTO.L, KGH.WA, GLEN.L, 5713.T | 0.65% | Pure copper-miner basket heavily weighted to global producers like BHP, Teck and Southern Copper. Copper has consolidated while the equity beta pulled back harder; the fund is a leveraged read on electrification and grid buildout demand. |
| ICOP | iShares Copper and Metals Mining ETF | Copper Mining | -1.28% | -6.61% | 7.57% | 42.42% | 1.14% | -13.71% | 0.3889 | 39.9536 | — | Uptrend | GMEXICOB.MX, AAL.L, FCX, BHP.AX, EVN.AX, TECK-B.TO, RIO, SCCO, FM.TO, ANTO.L | 0.47% | Near-identical mandate to the more popular copper miners fund with a smaller asset base and lighter turnover. The duplication means investors are choosing on spread and cost, not on differentiated exposure. |
| XOP | State Street SPDR S&P Oil & Gas Exploration & Production ETF | Oil & Gas Exploration & Production | 2.77% | -3.99% | 6.34% | 42.25% | 7.47% | -7.71% | 1.0552 | 48.771 | — | Uptrend | PBF, DK, DINO, MPC, VLO, PARR, PSX, PR, CRGY, CLMT | 0.35% | Equal-weighted E&P basket — far more exposed to small and mid-cap shale names than the integrated-heavy energy sector fund, which is why it carries higher volatility. Refiners in the holdings have been the standout on crack spreads. |
| PATN | Pacer Nasdaq International Patent Leaders ETF | Patent Leaders | 0.48% | 1.70% | 24.02% | 42.22% | 5.84% | -6.24% | 1.5957 | 51.1221 | — | Uptrend | 2330.TW, 005930.KQ, 000660.KQ, ASML.AS, 0700.HK, 7203.T, NOVN.SW, ROP.SW, SAP.DE, 9988.HK | 0.65% | Unusual angle: international companies with large patent portfolios, so the return driver is intellectual-property rent rather than pure growth. Heavy Taiwan and Korea semiconductor weighting makes it far more cyclical than the name suggests. |
| DXJ | WisdomTree Japan Hedged Equity Fund | Japan Hedged | -0.45% | -0.14% | 11.63% | 41.76% | 5.75% | -1.59% | 0.7958 | 52.5946 | — | Uptrend | 8306.T, 7203.T, 8316.T, 8766.T, 8411.T, 2914.T, 8058.T, 9432.T, 8035.T, 4502.T | 0.48% | Japanese equities with the yen hedge baked in — the currency overlay, not stock selection, has been the swing factor. Buybacks and governance reform at Japanese banks and trading houses are the structural tailwind; the sell-off in yen-hedged exposure after a yen rally is the key risk. |
| BCI | abrdn Bloomberg All Commodity Strategy K-1 Free ETF | Broad Commodity | 0.39% | -0.31% | 7.85% | 40.30% | 6.49% | -3.13% | 0.7808 | 50.5398 | — | Uptrend | — | — | Diversified commodity basket held through futures, so contango and roll cost erode returns versus spot. Energy and broad commodities have been the strongest real-asset sleeves this cycle. |
| EPOL | iShares MSCI Poland ETF | Poland | -2.41% | -1.21% | 19.44% | 39.87% | 7.46% | -5.49% | 1.7618 | 40.232 | — | Uptrend | PKO.WA, PKN.WA, PEO.WA, PZU.WA, KGH.WA, ALE.WA, EBP.WA, LPP.WA, MBK.WA, DNP.WA | 0.59% | Poland has been the standout Central European market, buoyed by domestic banks and defense-linked industrials alongside EU fiscal support. Small, headline-sensitive and vulnerable to a Russia-Ukraine escalation headline. |
| VPL | Vanguard FTSE Pacific ETF | Pacific | 0.40% | 1.89% | 16.53% | 35.98% | 5.46% | -3.69% | 1.5667 | 50.9231 | — | Uptrend | 005930.KQ, 000660.KQ, 8306.T, BHP.AX, 7203.T, CBA.AX, 8316.T, 8035.T, 6098.T, 6857.T | 0.07% | Very low-cost, broadly diversified Pacific developed-market exposure where Japan and Australia dominate. Korea and Taiwan semiconductor names inside the index drive much of the recent strength. |
| DFEV | Dimensional Emerging Markets Value ETF | Emerging Markets Value | -0.05% | 0.38% | 19.75% | 35.84% | 5.80% | -5.13% | 0.925 | 47.9636 | — | Uptrend | 000660.KQ, 00939, RELIANCE.NS, 2317.TW, SMSN, 01398, 2454.TW, 005930.KQ, 9988.HK, 03988 | 0.43% | Systematically tilts emerging-market value — banks, energy and old-economy industrials rather than EM tech. That profile means it lags when EM growth/tech leads and outperforms when rate pressure compresses long-duration growth. |
| CPAI | Counterpoint Quantitative Equity ETF | Quantitative Equity | 1.47% | 2.24% | 24.61% | 33.97% | 7.73% | -2.13% | 0.8851 | 54.2531 | — | Upward channel (12%), Uptrend | TXG, PBF, ABCL, FSLY, HPQ, APA, CVE.TO, COP, CBOE, SMCI | 0.75% | Quantitative long book with a notably eclectic mix — refiners, biotech, SMCI and networking names. Turnover is high, so the holdings list changes materially quarter to quarter; treat it as a process bet on the model rather than a thematic one. |
| GVAL | Cambria Global Value ETF | Global Value | -0.48% | -1.25% | 13.98% | 32.32% | 5.17% | -5.28% | 1.625 | 38.7477 | — | Upward channel (0%), Uptrend | ATS.VI, MONET.PR, FXFXX, MINEROS.CL, KOMB.PR, GRUPOSURA.CL, KGH.WA, CEZ.PR, RBI.VI, TUPRS.IS | 0.68% | Deep-value, globally diversified and benchmark-agnostic — the holdings are often small, illiquid frontier-market names that can produce tracking error far outside a standard international index. |
| CLSE | Convergence Long/Short Equity ETF | Long/Short Equity | 0.00% | 1.25% | 18.75% | 31.87% | 5.12% | -1.31% | 0.9323 | 51.5097 | — | Uptrend | NVDA, AVGO, AMZN, GOOGL, MU, GOOG, AAPL, SOXX, SNDK, FTNT | 1.52% | Runs long positions in mega-cap AI winners against short exposure, so the goal is dampened volatility rather than full upside. For a screen built on pullback-to-trend, this one behaves differently: it should fall less in a broad drawdown but also lag in sharp rallies. |
| CPER | United States Copper Index Fund ETV | Copper | -0.68% | 1.13% | 15.06% | 31.70% | 4.06% | -4.63% | 0.8513 | 46.99 | — | Upward channel (17%), Uptrend | — | — | Commodity-pool structure that holds copper futures directly, so it tracks the metal with roll costs rather than mining-equity operating leverage. Useful as a purer copper-price expression alongside the miner funds. |
| FWD | AB Disruptors ETF | Disruptors | 0.68% | 5.18% | 19.53% | 31.10% | 3.13% | -10.97% | 0.7233 | 56.5832 | — | Uptrend | NVDA, MSFT, AMZN, 2330.TW, GOOGL, AMD, ASML, AVGO, MRK, CAT | 0.65% | Concentrated global growth book spanning semiconductors, platforms and healthcare innovators. The portfolio is built around disruption narratives, which means it lives and dies with the risk appetite for long-duration growth. |
| IDHQ | Invesco S&P International Developed Quality ETF | International Developed Quality | -0.30% | -3.68% | 20.12% | 30.63% | 4.64% | -7.23% | 1.7077 | 35.7332 | — | Uptrend | ROP.SW, ASML.AS, NOVN.SW, NESN.SW, SAP.DE, RR.L, ALV.DE, 6098.T, 6857.T, ABBN.SW | 0.29% | Quality screen applied to developed international markets — high return on capital, low leverage names such as ASML, Novartis, SAP and Roche. Quality has been a reliable factor in choppy, capital-scarce markets, but the fund's currency exposure is largely unhedged. |
| JIVE | JPMorgan International Value ETF | International Value | -0.95% | -3.68% | 13.49% | 30.30% | 2.07% | -5.76% | 1.3491 | 34.4963 | — | Upward channel (0%), Uptrend | 005930.KQ, 2330.TW, HSBA.L, NESN.SW, SHEL.L, 8306.T, ROP.SW, JIMXX, NOVN.SW, ALV.DE | 0.55% | International value tilt with heavy Korea, Taiwan and UK banking weightings. Cheap cyclical exposure that benefits when global growth expectations improve — and the broad dollar strength is a persistent headwind for the unhedged version. |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | Asia ex Japan | 0.41% | 0.55% | 20.73% | 30.23% | 5.05% | -5.87% | 1.5384 | 50.3674 | — | Uptrend | 2330.TW, 005930.KQ, 000660.KQ, 0700.HK, 9988.HK, 2454.TW, D05.SI, 2308.TW, 005935, 00939 | 0.72% | Asia ex-Japan core holding dominated by Taiwanese and Korean semiconductors plus Chinese internet. The China sleeve is the drag; the semiconductor sleeve is the engine, and the fund has been pulled upward by the latter. |
| EWJV | iShares MSCI Japan Value ETF | Japan Value | -1.01% | 0.08% | 11.28% | 29.69% | 6.43% | -4.19% | 0.4423 | 46.5609 | — | Upward channel (9%), Uptrend | 8306.T, 7203.T, 8316.T, 8411.T, 8058.T, 9984.T, 8031.T, 6752.T, 9433.T, 2914.T | 0.15% | Japanese value tilt centered on banks, automakers, trading houses and telecoms — the direct beneficiaries of Tokyo's governance and buyback push. Yen appreciation is the main translation risk for an unhedged holder. |
| EMGF | iShares Emerging Markets Equity Factor ETF | Emerging Markets Multi-Factor | -0.06% | -0.64% | 17.95% | 29.32% | 4.02% | -6.27% | 0.4399 | 47.4746 | — | Uptrend | 2330.TW, 005930.KQ, 000660.KQ, 0700.HK, 9988.HK, 2454.TW, 00939, 2308.TW, 01398, 2317.TW | 0.26% | Multi-factor EM approach that blends value, momentum, quality and size; the result is a portfolio that sits close to the EM index but with a mild tilt away from the most crowded mega-cap names. |
| SEIV | SEI Enhanced U.S. Large Cap Value Factor ETF | US Large Cap Value | 0.74% | -1.68% | 19.44% | 29.25% | 5.78% | -3.89% | 0.7775 | 42.7876 | — | Uptrend | NVDA, AAPL, VZ, GOOG, MU, GM, CAH, MSFT, ADBE, C | 0.15% | Large-cap value factor with a quality overlay — the holdings still include several AI leaders, which blurs the style purity but explains the better-than-typical value performance this cycle. |
| EEMA | iShares MSCI Emerging Markets Asia ETF | Emerging Markets Asia | 0.11% | -0.51% | 20.68% | 28.50% | 4.69% | -4.56% | 0.1336 | 47.4534 | — | Uptrend | 2330.TW, 005930.KQ, 000660.KQ, 0700.HK, 9988.HK, 2454.TW, 2308.TW, 00939, 2317.TW, HDFCBANK.NS | 0.49% | Asia ex-Japan focused EM slice, so the return is essentially the semiconductor cycle plus Chinese internet. Thin trading volume relative to peers makes it less useful for tactical portfolio changes. |
| ESGE | iShares ESG Aware MSCI EM ETF | Emerging Markets ESG | 0.06% | 0.57% | 19.21% | 27.88% | 5.05% | -4.59% | 1.0632 | 49.0913 | — | Uptrend | 2330.TW, 005930.KQ, 000660.KQ, 0700.HK, 9988.HK, 2454.TW, 00939, 2308.TW, 005935, 2412.TW | 0.25% | ESG-screened EM core — effectively the standard EM index with exclusions applied, so its tracking error is modest and the ESG screen has limited performance impact. The exclusion list is the main differentiator. |
| GMOI | GMO International Value ETF | International Value | -1.29% | -5.16% | 7.31% | 27.87% | 1.81% | -6.94% | 0.4633 | 28.9179 | — | Uptrend | TTE.PA, BNS.TO, BBVA, BNP.PA, RIO, SNY, DBK.DE, 9432.T, GSK, TD | 0.60% | Deep-value international book with European banks and energy heavy, and a deliberate willingness to hold unloved markets. Weak RSI and a shallow pullback relative to trend signal a fund running out of short-term momentum. |
| EEM | iShares MSCI Emerging Index Fund | Emerging Markets | 0.03% | 0.06% | 17.35% | 27.56% | 3.82% | -6.18% | 0.9442 | 48.0779 | — | Uptrend | 2330.TW, 005930.KQ, 000660.KQ, 0700.HK, 9988.HK, 2454.TW, 2308.TW, 005935, 00939, 2317.TW | 0.72% | The flagship liquid EM benchmark — the most actively traded way to express emerging-market direction. Taiwan and Korea semiconductors plus Chinese internet dominate the return profile. |
| TDI | Touchstone Dynamic International ETF | International Equity | -0.66% | -0.07% | 11.00% | 27.56% | 4.20% | -2.36% | 2.4746 | 46.4328 | — | Upward channel (26%), Uptrend | 2330.TW, ASML.AS, DGCXX, 005930.KQ, ISP.MI, BAMI.MI, UCG.MI, 6758.T, O39.SI, 1299.HK | 0.65% | Active international strategy with elevated turnover and an eclectic holdings mix across Italian banks, Japanese industrials and semis. The very high relative volume points to a recent flow or rebalance event rather than a change in fundamentals. |
| XT | iShares Future Exponential Technologies ETF | Exponential Technologies | -0.06% | 2.11% | 27.14% | 27.33% | 6.76% | -1.27% | 0.6479 | 55.2194 | — | Uptrend | MSFT, NVDA, LLY, TSLA, TXN, JNJ, PANW, AMZN, ADI, ABBV | 0.46% | Broad thematic basket of exponential-technology leaders spanning AI, genomics and semiconductors. Diversified enough to be a core-ish tech sleeve, but it will still track the broader growth complex. |
| VFMF | Vanguard U.S. Multifactor ETF | Multifactor | 1.10% | -1.98% | 16.27% | 27.06% | 4.79% | -4.01% | 1.305 | 41.0205 | — | Uptrend | MU, BMY, NEM, TRV, MO, BNY, COP, MRK, EOG, ABBV | 0.18% | Multi-factor US book with a value, momentum and quality blend, so it owns both Micron and Mohawk — an unusual pairing. Where factor tilts cancel out, the result is a low-tracking-error alternative to cap-weighted US exposure. |
| EWJ | iShares MSCI Japan Index Fund | Japan | -0.08% | 2.27% | 13.22% | 26.63% | 6.37% | -1.42% | 1.1103 | 52.3837 | — | Uptrend | 8306.T, 7203.T, 8316.T, 8035.T, 6857.T, 6098.T, 6501.T, 6758.T, 8411.T, 9984.T | 0.49% | Unhedged Japanese equity benchmark, dominated by banks, automakers and semiconductor equipment. The absence of a yen hedge is the single biggest difference from the hedged peer — currency direction drives the spread between them. |
| DBMF | iMGP DBi Managed Futures Strategy ETF | Managed Futures | 0.98% | 3.99% | 9.29% | 26.42% | 6.40% | 0.00% | 1.8246 | 65.7879 | — | Uptrend | — | — | Managed-futures strategy that is designed to be uncorrelated to equities and to benefit from sustained trends in rates, commodities and currencies. Its presence on an equity-uptrend screen reflects commodity and rate trends, not the stock market. |
| FYX | First Trust Small Cap Core AlphaDEX Fund | US Small Cap Core | 0.68% | -2.94% | 13.68% | 25.80% | 1.29% | -7.62% | 2.1744 | 34.8057 | — | Uptrend | EFOR, CBZ, PBF, CNMD, GTM, LPG, PARR, TDW, TWST, AAMI | 0.58% | Small-cap core with a value-leaning quant overlay; the smallest, most rate-sensitive corner of the US market. Falling rate expectations are the key catalyst and rising real yields the main risk. Relative volume is elevated, suggesting active rotation into small caps. |
| AVDV | Avantis International Small Cap Value ETF | International Small Cap Value | -1.21% | -2.59% | 8.13% | 25.61% | 2.54% | -5.00% | 0.752 | 37.9583 | — | Uptrend | ATS.VI, PRU.AX, RRL.AX, BTO.TO, WTB.L, CDE, BGEO.L, CLIS.TA, BRBY.L, OGC.TO | 0.36% | International small-cap value with a steep tilt to cheap financials and industrial cyclicals outside the US. Small-cap international value is among the most rate- and currency-sensitive equity sleeves, so the strong dollar is a recurring drag. |
| IWC | iShares Microcap ETF | US Microcap | 0.18% | -3.13% | 15.87% | 25.57% | 0.81% | -7.84% | 4.4173 | 36.459 | — | Uptrend | CDNA, SLS, NRIX, PENG, XTSLA, TILE, OUST, VRDN, MBX, URGN | 0.60% | Microcap basket at the far end of the size spectrum — the highest-beta, most domestically levered slice of the US market. A sudden surge in relative volume here typically reflects index reconstitution or retail flows rather than fundamentals. |
| COPY | Tweedy, Browne Insider + Value ETF | Insider Value | -0.26% | -3.66% | 11.21% | 25.29% | 2.73% | -4.80% | 0.9579 | 34.6515 | — | Uptrend | EB5.SI, BKT.MC, PEY.TO, DINO, REP.MC, IGG.L, NA.TO, NORION.ST, 086790.KQ, CCC.L | 0.80% | Value plus insider-buying signal applied globally, so it holds cheap financials and industrials in developed and emerging markets. The insider signal gives it a contrarian tilt that can lag during momentum-driven rallies. |
| DFUV | Dimensional US Marketwide Value ETF | US Marketwide Value | 0.35% | -2.54% | 14.37% | 25.27% | 3.69% | -4.32% | 0.7431 | 34.9829 | — | Uptrend | JPM, AMZN, XOM, MU, JNJ, BRK-B, CVX, CSCO, UNH, BAC | 0.21% | Broad US marketwide value with a profitability screen — heavy in banks, energy and healthcare. It retains meaningful mega-cap technology weight, which makes the value label somewhat loose in practice. |
| SOYB | Teucrium Soybean Fund ETV | Soybeans | -1.13% | -2.09% | 12.54% | 25.11% | 7.63% | -3.34% | 0.5996 | 47.0096 | — | Uptrend | FGTXX | 1.00% | Single-commodity agricultural fund tracking soybean futures. Weather, South American harvest expectations and Chinese buying drive the price; the steep roll cost in contango markets is a permanent performance drag for buy-and-hold holders. |
| JVAL | JPMorgan U.S. Value Factor ETF | U.S. Value Factor | 0.83% | -0.55% | 19.52% | 25.11% | 5.25% | -3.68% | 0.5207 | 45.69 | — | Uptrend | MSFT, AAPL, MU, GOOGL, NVDA, AVGO, META, JNJ, INTC, LRCX | 0.12% | US value factor run by an active manager but with a quant-flavored, mega-cap-heavy holdings list. The overlap with the largest technology names makes it a moderate-style-diversifier rather than a pure value vehicle. |
| DBB | Invesco DB Base Metals Fund | Base Metals | -1.19% | -1.65% | 5.31% | 25.03% | 0.25% | -6.12% | 1.187 | 40.4479 | — | Uptrend | AGPXX | 0.75% | Industrial-metals futures basket (copper, aluminum, zinc) held via a commodity pool. Reflection of the global manufacturing cycle; roll yield and a strong dollar are the persistent headwinds. |
| CALF | Pacer US Small Cap Cash Cows ETF | Small Cap Cash Cows | 1.30% | -5.48% | 20.63% | 24.91% | 6.93% | -6.82% | 1.8822 | 38.6911 | — | Uptrend | THC, EXPE, AU, OMC, EXE, LDOS, BIIB, GDDY, EQT, ZM | 0.59% | Small-cap names screened for free cash flow generation rather than growth or value — a quality-tilted way into the size factor. Weak short-term momentum and a deep pullback off the high suggest the small-cap rotation has stalled recently. |
| JMOM | JPMorgan U.S. Momentum Factor ETF | U.S. Large Cap Momentum | 0.89% | 3.26% | 22.68% | 24.85% | 6.83% | -1.65% | 0.7734 | 56.9638 | — | Uptrend | NVDA, MSFT, AAPL, MU, AVGO, JNJ, GOOGL, AMD, META, PLTR | 0.12% | Momentum factor ETF, so by construction its largest positions are the market's biggest winners. Being on this pullback list is notable: it means the momentum leaders themselves dipped toward trend before reasserting — a classic continuation setup if the rally broadens. |
How to read this screen
What this screen isolates
These are funds whose long-term trend is intact — the 50-day average sits above the 150-day average — but which have recently drifted back toward their 150-day moving average. The screen caps the distance at 8%, so the list mixes genuine dips (names now sitting on the line) with funds that merely paused a few percent above it.
How to read the two clusters
The results split into two very different groups:
- Uptrends that are barely slowing — mostly international and emerging-market equity funds, Japan, Pacific and ex-China vehicles that remain close to their 52-week highs and are only a few percent above trend. Here the "pullback" is shallow; the trend has not been tested in any meaningful way.
- Deeper pullbacks in cyclical sleeves — copper miners, oil & gas producers, small caps, biotech and microcaps. These show larger declines off their highs and weaker short-term RSI, which means the 150-day average is doing real work as a support level.
Where the tape is pointing
The broader market backdrop is highly selective: index-level strength is driven by a narrow group of AI supply-chain and energy names while the median stock lags and market breadth is weak. That is exactly the environment where a pullback screen is useful — but it also means the funds here that are shallow dips in beating themes are the lower-risk continuation candidates, while the deep dips in lagging sleeves (small caps, biotech, microcaps) need confirmation that support actually holds.
Practical notes
- Currency is an unhedged risk for the international names; a firming dollar mechanically drags on the unhedged vehicles and explains some of the Japan and EM softness.
- Commodity funds carry roll cost. Several of the metals and agriculture funds on this list hold futures, so their return profile diverges from the underlying spot price over time.
- A stronger signal than the pullback itself is relative volume: where volume expands as price stabilises near trend, buyers are stepping in. Where the drift lower comes on light volume, the pullback is simply apathy.
- Treat the momentum score as a ranking of structural trend-continuation odds, not a forecast of the next few weeks.
Ranked by 1-year total return, highest first. Data is end-of-day.
Run a version of this yourself
Describe the idea in plain English and Relaxfolio returns a researchable shortlist with the charts, fundamentals, and risks attached.
Educational research tool — not investment advice. A screen is a starting point, not a recommendation.